Intergy Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.03M Buy
2025
Q2
$6.45M Buy
2025
Q1
$5.81M Sell
2024
Q4
$5.95M Buy
2024
Q3
$6.01M Buy
2024
Q2
$5.54M Sell
2024
Q1
$5.45M Buy
2023
Q4
$5.05M Sell
2023
Q3
$4.63M Buy
2023
Q2
$4.74M Buy
2023
Q1
$4.45M Buy
2022
Q4
$4.16M Sell
2022
Q3
$3.98M Sell
2022
Q2
$4.38M Sell
2022
Q1
$6.59M Sell
2021
Q4
$9.06M Buy